Importing a Budget Template

Video Tip - Go to the 5:56 mark of the video to view information on how to work with Budget Templates.

You can save time by creating Budget Templates in the Templates area that you can then import into an Event Budget.

To Import a Budget Template into a New Budget:

  1. Click on the "Budget" tool button on the Event Dashboard - OR - use the Quick Launch or Switch Event tool to select the appropriate Event and the "Budget" tool.
  2. Click on the "Import/Export" button and select "Import Template Into Budget".
  3. From the dropdown menu, select the Template that you wish to import.
  4. After clicking "Save", the Line Items and Categories from the selected Budget Template will be imported. In addition, for any template line items that had percentages or fixed amounts entered, those will be calculated/added upon import.
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